About this episode
Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.”
Hosted on Acast. See acast.com/privacy for more information.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
